Yeomans Consulting Group’s Microsoft MSFT Stock Holding History

Yeomans Consulting Group’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.75M	Sell	3,615 -76	-2%	-$38.1K	0.51%	32
2025 Q3	$1.92M	Sell	3,691 -50	-1%	-$25.5K	0.66%	27
2025 Q2	$1.84M	Buy	3,741 +146	+4%	+$63.4K	0.76%	28
2025 Q1	$1.35M	Sell	3,595 -361	-9%	-$147K	0.52%	29
2024 Q4	$1.67M	Buy	3,956 +247	+7%	+$105K	0.62%	28
2024 Q3	$1.6M	Sell	3,709 -9	-0.2%	-$3.85K	0.6%	29
2024 Q2	$1.66M	Buy	3,718 +358	+11%	+$151K	0.64%	28
2024 Q1	$1.41M	Sell	3,360 -94	-3%	-$38.1K	0.62%	26
2023 Q4	$1.3M	Buy	+3,454	New	+$1.23M	0.65%	26

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Yeomans Consulting Group's MSFT Position: Q4 2025 in Review

Yeomans Consulting Group reduced its Microsoft (MSFT) stake by 2.1% in Q4 2025, selling an estimated $38.1K and leaving 3,615 shares worth $1.75M. The position accounts for 0.51% of the portfolio, ranked #32.

Yeomans Consulting Group first reported a position in MSFT in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.92M in Q3 2025. 6,290 funds tracked by Wall St. Rank hold MSFT as of Q4 2025.

Yeomans Consulting Group held 3,615 shares of Microsoft worth $1.75M as of Q4 2025.
Yeomans Consulting Group sold 76 Microsoft shares in Q4 2025, an estimated $38.1K.
Microsoft made up 0.51% of Yeomans Consulting Group's portfolio in Q4 2025, its #32 holding.
Yeomans Consulting Group first reported a position in Microsoft in Q4 2023 and has held it in 9 quarters since.
Yeomans Consulting Group's Microsoft position peaked at $1.92M in Q3 2025.
6,290 funds tracked by Wall St. Rank held Microsoft as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.